WARREN CAPITAL MANAGEMENT, INC.
B64
CRD 137449·SEC 801-121205·CHARLESTON, SC
AUM
$131.0M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$393K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $115.1M
'23 · $115.1M
'25 · $124.8M
'26 · $131.0M
'22'26
$115.1M → $131.0M▲ +14%
Client mix
| Individuals Other | 114 |
| Individuals High Net Worth | 67 |
| Pension Profit Sharing Plans | 4 |
| Corporations | 2 |
| Investment Companies | 1 |
Operations
Advisory staff (5-yr trend)
'22 · 4 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 3 advisors
'22'26
4 advisors → 3 advisors▼ -25%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companies
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.